Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each component so that everyone has the ability to deconstruct, re-create, and extend their components as they wish.
What’s In This Component?
Each component is made up of databases, which is where the data is stored. Every entry in the database represents a new item of this component.
Investment Returns
Properties
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | / | Always Show | |
Sale Date | Date | / | Always Show | |
Why Did You Make This Change? | Text | / | Always Show | |
Change in Portfolio | Number | / | Always Show | |
Value/Share On Sale Date | Number | / | Always Show | |
Value/Share On Original Purchases | Rollup | Always Show | ||
Growth | Formula | / | Always Show | |
Realized Gain/Loss | Formula | / | Always Show | |
Portfolio | Relation | Investment Portfolio | Always Show | |
Conversational Bot | Formula | / | Always Show |
Templates
How data and properties are auto-filled for common use cases.
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Synced Views
How the data can be presented for common use cases and distributed across your workspace.
Synced View | Purpose | Views |
[Investment Returns] At A Glance | See all your investment holdings at a glance. | - Monthly Summary (Table)
- Monthly Summary (Table) |
What’s Next?
Fast Track Your Mastery
Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.
If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.
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